Carson Wealth (CWM LLC)
VSTS icon

Carson Wealth (CWM LLC)’s Vestis VSTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
28,220
+3,341
+13% +$24.4K ﹤0.01% 2652
2025
Q4 		$166K Sell
24,879
-590
-2% -$3.44K ﹤0.01% 2717
2025
Q3 		$115K Sell
25,469
-43,065
-63% -$221K ﹤0.01% 2872
2025
Q2 		$393K Sell
68,534
-9,276
-12% -$65.1K ﹤0.01% 1707
2025
Q1 		$770K Sell
77,810
-6,655
-8% -$88.3K ﹤0.01% 1288
2024
Q4 		$1.29M Buy
84,465
+37,631
+80% +$566K 0.01% 952
2024
Q3 		$698K Buy
46,834
+33,594
+254% +$451K ﹤0.01% 1188
2024
Q2 		$162K Buy
13,240
+8,423
+175% +$122K ﹤0.01% 1700
2024
Q1 		$93K Buy
4,817
+4,583
+1,959% +$90.7K ﹤0.01% 1923
2023
Q4 		$5K Buy
+234
New +$4.02K ﹤0.01% 3556

Other funds holding VSTS

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $433M AUM 41.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VSTS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vestis (VSTS) stake by 13% in Q1 2026, buying an estimated $24.4K and bringing the position to 28,220 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Carson Wealth (CWM LLC) first reported a position in VSTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2024. 268 funds tracked by Wall St. Rank hold VSTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,220 shares of Vestis worth $222K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,341 Vestis shares in Q1 2026, an estimated $24.4K.
  • Vestis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2652 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vestis in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Vestis position peaked at $1.29M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Vestis as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.